Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-7,368
Closed -$379K 2035
2023
Q2
$379K Buy
7,368
+1,496
+25% +$76.9K ﹤0.01% 1512
2023
Q1
$326K Buy
+5,872
New +$326K ﹤0.01% 1510